FICVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class I (FICVX) belongs to the Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FICVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FICVX

FICVX charges 0.70% annually. There are 3 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	FICVX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FICVX vs FCVSX
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997	FICVX vs CNSDX
ANNPX	Virtus Convertible Fund	0.71%	—	Apr 1993	FICVX vs ANNPX
AVK	Advent Convertible and Income Fund	0.75%	—	Apr 2003	FICVX vs AVK

Best Risk-Adjusted Alternatives to FICVX

FICVX has a PortfoliosLab risk / return rank of 46. There are 15 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	FICVX vs ARBIX
MCIFX	Miller Convertible Bond Fund	93	—	Dec 2007	FICVX vs MCIFX
CXGCX	Calamos Global Convertible Fund	85	—	Dec 2014	FICVX vs CXGCX
CHI	Calamos Convertible Opportunities and Income Fund	83	—	Jun 1997	FICVX vs CHI
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	74	—	Dec 2014	FICVX vs LEOOX

Top Performing FICVX Alternatives (YTD)

FICVX is at 14.07% YTD. There are 10 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 27.35%.

Symbol	Name	YTD Return	AUM	Inception
CHI	Calamos Convertible Opportunities and Income Fund	27.35%	—	Jun 1997	FICVX vs CHI
CHY	Calamos Convertible and High Income Closed Fund	18.32%	—	May 2003	FICVX vs CHY
CICVX	Calamos Convertible Fund	17.82%	—	Jun 1997	FICVX vs CICVX
CCVIX	Calamos Convertible Fund	17.66%	—	Jun 1985	FICVX vs CCVIX
PACIX	Columbia Convertible Securities Fund	16.84%	—	Sep 1987	FICVX vs PACIX

Lowest Volatility Alternatives to FICVX

FICVX has 17.00% 1-year volatility. There are 18 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	FICVX vs ARBIX
MCIFX	Miller Convertible Bond Fund	5.38%	—	Dec 2007	FICVX vs MCIFX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	6.41%	—	—	FICVX vs SBFCX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	6.60%	—	Dec 2014	FICVX vs LEOOX
PBXIX	Rational/Pier 88 Convertible Securities Fund	7.21%	—	Dec 2019	FICVX vs PBXIX

Lowest Drawdown Alternatives to FICVX

FICVX has a 1-year max drawdown of -11.70%. There are 24 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	FICVX vs ARBIX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	-3.97%	—	Dec 2014	FICVX vs LEOOX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	-4.28%	—	—	FICVX vs SBFCX
MCIFX	Miller Convertible Bond Fund	-4.53%	—	Dec 2007	FICVX vs MCIFX
PBXIX	Rational/Pier 88 Convertible Securities Fund	-5.16%	—	Dec 2019	FICVX vs PBXIX

Other Mutual Funds from Fidelity

The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	FICVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	80	49.63%	—	Jul 1985	FICVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	59	10.58%	—	—	FICVX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	58	10.51%	—	—	FICVX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	10	0.30%	—	—	FICVX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	35	11.25%	—	Dec 1987	FICVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	FICVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	54	9.84%	—	—	FICVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	11.79%	—	Nov 1997	FICVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	70	12.93%	—	Jun 2016	FICVX vs FTIHX

Often Compared With FICVX

Investors most often compare FICVX with VCIT, PPSIX, LDP. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	26	-0.40%	69.50B	Nov 2009	FICVX vs VCIT
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	48	0.64%	—	Apr 2002	FICVX vs PPSIX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.41%	—	May 2012	FICVX vs LDP
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	FICVX vs VOO
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	FICVX vs FTCVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	19	-0.19%	—	Jan 1991	FICVX vs PFD
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	13	1.09%	—	Mar 2003	FICVX vs JPC
NCV	Virtus Convertible and Income Fund	Convertible Bonds	79	18.31%	—	Mar 2003	FICVX vs NCV
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	73	1.70%	—	May 2010	FICVX vs CPXIX
KIFAX	Salient Select Income Fund	Preferred Stock	26	4.19%	—	Mar 2001	FICVX vs KIFAX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	65	1.81%	—	Apr 2015	FICVX vs PFINX
HPS	John Hancock Preferred Income Fund III	Preferred Stock	21	4.27%	—	Jun 2003	FICVX vs HPS
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	42	11.78%	—	—	FICVX vs LBFFX
PCSFX	Principal Capital Securities Fund	Preferred Stock	74	1.37%	—	Mar 2014	FICVX vs PCSFX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	45	13.96%	—	Feb 2009	FICVX vs FACVX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	82	1.84%	—	Mar 2022	FICVX vs JPDIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock	76	1.71%	—	Nov 2015	FICVX vs LPXZX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.66%	—	Feb 2009	FICVX vs FCCVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.45%	—	—	FICVX vs PSF
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	55	0.24%	—	Jan 2011	FICVX vs FPEIX

Compare FICVX with Any Fund or Stock

Compare FICVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FICVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FICVX.

Explore FICVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class I (FICVX) Alternatives